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Disclosery

IWO ISHARES TR

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RUS 2000 GRW ETF (fund)

1,090 managers (1,107 13F filers) reported a position in IWO shares at 2026-06-30, 30,220,978 shares in all. 118 filers opened a position and 41 filers sold out during the quarter.

Managers
1,090
13F filers
1,107
New
118
Added
269
Reduced
351
Sold out
41
Shares held by filers
30,220,978

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Allegheny Financial Group3,128$1.23M0.13%-1613F-HRTimeline
DAVENPORT & Co LLC3,123$1.23M0.01%+31813F-HRTimeline
First Bancorp, Inc /ME/3,110$1.23M0.48%013F-HRTimeline
Fiduciary Alliance LLC3,105$1.22M0.08%-27013F-HRTimeline
Savvy Advisors, Inc.3,050$1.2M0.03%-24513F-HRTimeline
Waterloo Capital, L.P.3,043$1.2M0.07%new13F-HRTimeline
EASTERN BANK3,020$1.19M0.02%+18713F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,008$1.18M0.02%+8613F-HRTimeline
Prosperity Planning, Inc.3,006$1.18M0.27%-11013F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD3,000$1.18M<0.01%-2,50013F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co3,000$1.18M0.03%013F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding3,148$1.18M+1,574Timeline
HBK Sorce Advisory LLC3,031$1.17M0.02%-20213F-HRTimeline
RENASANT BANK2,974$1.17M0.75%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK2,961$1.17M0.01%-7313F-HRTimelineGroup
Stonebridge Financial Planning Group, L…2,951$1.16M0.37%-33013F-HRTimeline
Advisory Services Network, LLC2,940$1.16M0.01%-113F-HRTimeline
Bishop & Co Investment Management, LLC2,931$1.15M0.36%-3613F-HRTimeline
National Philanthropic Trust2,925$1.15M0.02%013F-HRTimeline
JFS WEALTH ADVISORS, LLC2,918$1.15M0.06%-2913F-HRTimeline
ASPIRIANT, LLC2,915$1.15M0.03%-71913F-HRTimeline
Aptus Capital Advisors, LLC2,913$1.15M0.01%+1,27113F-HRTimeline
Disciplined Investments, LLC2,892$1.14M0.37%-813F-HR/ATimeline
AdvisorNet Financial, Inc2,870$1.13M0.05%-613F-HRTimeline
HOLLENCREST CAPITAL MANAGEMENT2,861$1.13M0.07%013F-HRTimeline
Garde Capital, Inc.2,853$1.12M0.05%-15513F-HRTimeline
MISSION WEALTH MANAGEMENT, LP2,835$1.12M0.01%+14213F-HRTimeline
Intergy Private Wealth, LLC2,811$1.11M0.26%013F-HRTimeline
FIRST NATIONAL BANK SIOUX FALLS3,159$1.1M0.3%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,778$1.09M0.23%-43313F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC2,760$1.09M0.16%013F-HRTimeline
Ausdal Financial Partners, Inc.2,757$1.09M0.04%+6813F-HRTimeline
Friday Financial2,804$1.08M0.29%+82613F-HRTimeline
HARBOUR INVESTMENTS, INC.2,745$1.08M0.01%+9413F-HRTimeline
Glenview Trust Co2,742$1.08M0.01%-1013F-HR/ATimeline
Intellectus Partners, LLC2,735$1.08M0.19%+40713F-HRTimeline
Bedel Financial Consulting, Inc.2,730$1.08M0.1%+313F-HRTimeline
Copia Wealth Management2,719$1.07M0.64%-9213F-HRTimeline
Gladstone Institutional Advisory LLC2,658$1.05M0.03%+1713F-HRTimeline
Mesirow Financial Investment Management…2,655$1.05M0.02%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC2,665$1.04M0.12%013F-HRTimeline
HERITAGE INVESTORS MANAGEMENT CORP2,643$1.04M0.03%-16513F-HRTimeline
Kovack Advisors, Inc.2,645$1.04M0.05%013F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC2,628$1.04M<0.01%+16813F-HRTimelineGroup
Nicholas Investment Partners, LP2,625$1.03M0.06%013F-HRTimeline
FIRST NATIONAL BANK OF OMAHAin group FIRST NATIONAL BANK OF OMAHA2,639$1.03M0.03%013F-HRTimelineGroup
Perigon Wealth Management, LLC2,622$1.03M0.02%+5713F-HRTimeline
Accredited Investors Inc.2,606$1.03M0.04%013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …2,605$1.03M0.14%-4913F-HRTimelineGroup
Palisades Hudson Asset Management, L.P.2,579$1.02M0.36%+313F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.2,575$1.01M0.37%013F-HRTimeline
NorthRock Partners, LLC2,571$1.01M0.01%-26113F-HRTimeline
Venture Visionary Partners LLC2,568$1.01M0.03%013F-HRTimeline
Global View Capital Management LLC2,558$1.01M0.21%new13F-HRTimeline
WealthPlan Investment Management, LLC2,546$1M0.05%+713F-HRTimeline
Pacific Point Advisors, LLC2,500$985K0.45%013F-HRTimeline
VERUS CAPITAL PARTNERS, LLC2,496$983K0.05%-29013F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…2,491$981K0.03%-19313F-HRTimelineGroup
BROWN WEALTH MANAGEMENT, LLC2,481$977K0.22%-4113F-HRTimeline
GARRISON POINT ADVISORS, LLC2,477$976K0.4%013F-HRTimeline
Focus Financial Network, Inc.2,459$969K0.03%013F-HRTimeline
AMJ Financial Wealth Management3,083$967K0.23%013F-HRTimeline
American State Bank (Iowa)2,448$964K0.39%-2,74413F-HRTimeline
Fulton Bank, N.A.2,417$952K0.03%+2813F-HRTimeline
Consilium Wealth Advisory, LLC2,416$952K0.28%013F-HRTimeline
KILEY JUERGENS WEALTH MANAGEMENT, LLC2,382$938K0.15%013F-HRTimeline
MGO ONE SEVEN LLC2,371$934K0.02%-1913F-HRTimeline
Madrid Wealth Management, LLC2,367$933K0.61%+65213F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.2,353$927K0.06%+313F-HRTimeline
Sound View Wealth Advisors Group, LLC2,352$926K0.06%-2313F-HRTimeline
TWIN FOCUS CAPITAL PARTNERS, LLC2,350$926K0.09%013F-HRTimeline
FC Advisory LLC2,349$925K0.25%+213F-HRTimeline
ARK & TLK INVESTMENTS, LLC2,332$919K0.23%013F-HRTimeline
GHP Investment Advisors, Inc.2,306$908K0.03%+513F-HRTimeline
GC Wealth Management RIA, LLC2,300$906K0.05%-99613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP2,297$905K0.01%013F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT2,295$904K0.01%-213F-HRTimeline
Legacy Trust2,291$903K0.16%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC2,290$902K0.01%-17813F-HRTimelineGroup
Bell Bank2,288$901K0.03%013F-HRTimeline
Sepio Capital, LP2,287$901K0.05%013F-HRTimeline
Symphony Financial, Ltd. Co.2,298$898K0.1%+20313F-HRTimeline
Flaharty Asset Management, LLC2,296$888K1.27%-24,35613F-HRTimeline
Emerald Investment Advisers, LLCin group EMERALD ADVISERS, LLC2,254$888K0.06%013F-HRTimelineGroup
Vise Technologies, Inc.2,242$883K0.01%+36213F-HRTimeline
SkyOak Wealth, LLC2,229$878K0.14%-413F-HRTimeline
Sierra Capital LLC2,223$876K0.08%013F-HRTimeline
CI INVESTMENTS INC.in group CI INVESTMENTS INC.2,221$875K<0.01%013F-HRTimelineGroup
Newton One Investments LLC2,219$874K0.22%-8313F-HRTimeline
Integrity Wealth Solutions LLC2,218$874K0.32%+113F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC2,216$873K0.4%013F-HRTimeline
Stordahl Capital Management, Inc.2,209$870K0.16%-113F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA2,200$867K0.02%new13F-HRTimelineGroup
Blake Schutter Theil Wealth Advisors, L…2,183$860K0.58%-13713F-HRTimeline
SENTINEL WEALTH MANAGEMENT, INC.2,181$859K0.61%013F-HRTimeline
American Wealth Advisors, LLC2,147$846K0.79%013F-HRTimeline
Advisors Capital Management, LLC2,127$838K0.01%new13F-HRTimeline
Carnegie Investment Counsel2,120$835K0.02%-9,45513F-HRTimeline
RFG Advisory, LLC2,082$820K0.01%+57513F-HRTimeline
Elgethun Capital Management2,075$818K0.11%013F-HRTimeline
SVB WEALTH LLC2,071$816K0.05%-46613F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT2,057$810K0.01%+66513F-HR/ATimeline
Laird Norton Wetherby Trust Company, LLCin group Laird Norton Wetherby Trust C…2,045$806K0.02%-1313F-HRTimelineGroup
Moors & Cabot, Inc.2,000$788K0.03%-23213F-HRTimeline
HM PAYSON & CO2,000$788K0.01%013F-HRTimeline
Quantbot Technologies LP2,000$788K0.03%013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.1,956$771K0.24%-113F-HRTimeline
Platform Technology Partners1,940$764K0.13%013F-HRTimeline
CFG Wealth Management Services, Inc.2,424$761K0.71%013F-HRTimeline
Palisade Asset Management, LLC1,928$760K0.07%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors1,927$759K0.1%-1813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC1,923$758K0.01%-313F-HRTimelineGroup
QRG CAPITAL MANAGEMENT, INC.1,921$757K0.01%+20013F-HR/ATimeline
Premier Path Wealth Partners, LLC1,920$756K0.09%-11413F-HRTimeline
United Advisor Group, LLC1,902$749K0.08%+17113F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…1,900$749K<0.01%new13F-HRTimelineGroup
NTV Asset Management LLC1,878$740K0.07%013F-HRTimeline
Bensler, LLC1,877$740K0.07%-113F-HRTimeline
Hoxton Planning & Management, LLC1,865$735K0.19%-813F-HRTimeline
Genesee Capital Advisors, LLC1,840$725K0.23%013F-HRTimeline
Verdence Capital Advisors LLC1,816$715K0.04%013F-HRTimeline
Prime Capital Investment Advisors, LLC1,814$715K0.01%-4013F-HRTimeline
DRAVO BAY LLC1,808$712K0.25%-11713F-HRTimeline
Resonant Capital Advisors, LLC1,800$709K0.03%013F-HRTimeline
FSM Wealth Advisors, LLC1,799$709K0.08%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,793$706K0.01%013F-HRTimelineGroup
Strategies Wealth Advisors, LLC1,791$706K0.06%-2913F-HRTimeline
ANDERSON HOAGLAND & CO1,790$705K0.06%013F-HRTimeline
FIDUCIENT ADVISORS LLC1,789$705K0.1%+56713F-HRTimeline
TWO SIGMA SECURITIES, LLC1,771$698K0.06%-99413F-HRTimeline
McGuire Investment Group, LLC1,768$697K0.06%+3813F-HRTimeline
Oak Barrel Wealth Advisory LLC1,762$694K0.31%13F-HRTimeline
Accurate Wealth Management, LLC1,803$693K0.07%new13F-HRTimeline
Trifecta Capital Advisors, LLC1,737$684K0.09%013F-HRTimeline
Brand Asset Management Group, Inc.1,727$680K0.15%013F-HRTimeline
Seelaus Asset Management LLC1,725$680K0.48%013F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC1,720$678K0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC1,714$675K0.02%013F-HRTimelineGroup
SOA Wealth Advisors, LLC.1,704$671K0.11%-30613F-HRTimeline
IHT Wealth Management, LLC1,703$671K0.01%-10013F-HRTimeline
Cascade Wealth Advisors, Inc1,718$670K0.27%013F-HRTimeline
Athena Investment Management1,694$667K0.4%013F-HRTimeline
Jupiter Wealth Management LLC1,683$663K0.27%013F-HRTimeline
Brady Martz Wealth Solutions, LLC1,679$661K0.1%013F-HRTimeline
ROSENBLUM SILVERMAN SUTTON S F INC /CA1,675$660K0.16%-3113F-HRTimeline
CASTLE WEALTH MANAGEMENT LLC1,672$659K0.2%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO1,661$654K<0.01%+25513F-HRTimelineGroup
Northstar Financial Companies, Inc.1,661$654K0.44%013F-HRTimeline
Performance Wealth Partners, LLC1,658$653K0.02%013F-HRTimeline
Joel Isaacson & Co., LLC1,648$649K0.02%+113F-HRTimeline
Apella Capital, LLC1,667$643K0.01%+4313F-HRTimeline
Investmark Advisory Group LLC1,631$643K0.24%+1613F-HRTimeline
BEARING POINT CAPITAL, LLC1,626$641K0.09%013F-HRTimeline
Destination Wealth Management1,624$640K0.01%-22713F-HRTimeline
KDK Private Wealth Management, LLC1,624$640K0.53%-1213F-HRTimeline
Valmark Advisers, Inc.1,621$639K0.01%+17913F-HRTimeline
Tassel Capital Management, Inc.1,619$638K0.3%013F-HRTimeline
Proactive Wealth Strategies LLC1,612$635K0.1%013F-HRTimeline
Fiera Capital Corpin group Fiera Capital Corp1,596$629K<0.01%-5,71313F-HRTimelineGroup
Summa Corp.1,585$624K0.2%+34213F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP1,584$624K0.01%+1913F-HRTimelineGroup
UNIVEST FINANCIAL Corpin group UNIVEST FINANCIAL Corp1,581$623K0.03%-2513F-HRTimelineGroup
CHAPIN DAVIS, INC.1,578$622K0.11%013F-HRTimeline
MONTAG A & ASSOCIATES INC1,562$615K0.03%013F-HRTimeline
Diversified Portfolios, Inc.1,543$608K0.04%013F-HRTimeline
Rossby Financial, LCC1,516$597K0.11%+1,14313F-HRTimeline
Cranbrook Wealth Management, LLC1,510$595K0.11%-1313F-HRTimeline
Key Financial Inc1,506$593K0.1%013F-HRTimeline
Sage Capital Management, LLC1,494$590K0.23%+213F-HRTimeline
PRIVATE TRUST CO NA1,497$590K0.05%013F-HRTimeline
True North Advisors, LLC1,491$587K0.06%-46313F-HRTimeline
KLCM Advisors, Inc.1,476$581K0.05%013F-HRTimeline
LS Investment Advisors, LLC1,475$581K0.08%013F-HRTimeline
WILLNER & HELLER, LLC1,459$575K0.36%+213F-HRTimeline
Capital Investment Advisory Services, L…1,457$574K0.04%+1,24413F-HRTimeline
OAKWORTH CAPITAL, INC.1,453$572K0.03%013F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC1,452$572K0.01%+13213F-HRTimelineGroup
OXFORD FINANCIAL GROUP, LTD. LLC1,446$570K0.03%013F-HRTimeline
Summit Wealth Partners, LLC1,446$570K0.08%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC1,438$567K0.03%+7013F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC1,430$563K0.17%-3813F-HRTimeline
Curtis Advisory Group, LLC1,423$561K0.11%-10913F-HRTimeline
RWA WEALTH PARTNERS, LLC1,413$557K0.01%-2113F-HRTimeline
SHAKER INVESTMENTS LLC/OH1,413$557K0.2%-19013F-HRTimeline
PIER 88 INVESTMENT PARTNERS LLC1,400$552K0.13%013F-HRTimeline
Maloon Powers Pitre Higgins & Dennehy, …1,397$550K0.19%13F-HRTimeline
Eagle Bay Advisors LLC1,388$547K0.41%013F-HRTimeline
Empirical Asset Management, LLC1,385$546K0.12%013F-HRTimeline
Parkshore Wealth Management, Inc.1,380$544K0.16%-30613F-HRTimeline
NICOLET BANKSHARES INCin group NICOLET BANKSHARES INC1,372$541K0.02%013F-HRTimelineGroup
Pegasus Asset Management, Inc.1,357$535K0.15%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,353$533K0.01%-10413F-HRTimeline
Coastwise Capital Group, LLC1,345$530K0.31%-13113F-HRTimeline
Citizens National Bank Trust Department1,340$528K0.08%013F-HRTimeline
Orgel Wealth Management, LLC1,334$526K0.01%013F-HRTimeline
CROBAN1,334$526K0.23%+1613F-HRTimeline
KLINGENSTEIN FIELDS & CO LP1,331$524K0.02%013F-HRTimeline
Quotient Wealth Partners, LLC1,331$524K0.01%013F-HRTimeline
Gutierrez Wealth Advisory, LLC1,330$524K0.3%+213F-HRTimeline
S&CO INC1,329$523K0.03%013F-HRTimeline